Daniel Levin is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2009. Levin serves on the Board of Governors and Admissions Committee of the Philadelphia Cricket Club and is a board member of the Bucks County Chapter of the Fox Chase Cancer Center. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Charles Collings is a financial advisor at Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation with 44 years of industry experience. He has been with Janney Montgomery Scott since 2009. Collings serves on the advisory board of the Primitive Hall Foundation in Unionville, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Amanda Salyer is a CFP® professional with 19 years of industry experience, currently with Prime Capital Financial since 2026. She previously worked at Financial Engines Advisors L.L.C. and Fidelity in various advisory roles spanning over eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary alongside its family office practice.

Nicole Pizzi is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company, among others. Outside of advisory work, she is employed as a caregiver at Accessible Home Health Care of The Main Line. Eagle Strategies serves a diverse group of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Hoover is a financial advisor at Principal Financial Services with a Series 66 credential and one year of industry experience. His prior work history includes roles at Principal Securities, Principal Life Insurance, and Enterprise Mobility, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dennis Springer is a CFP® with one year of experience currently serving at Truist Advisory Services. He previously worked at Merrill for seven years and Wells Fargo for twelve years. His credentials include Series 66 registration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Edward Ramolt is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds a Series 66 designation and has been with Janney in various roles since 2006. Outside of his advisory work, he provides independent consulting on portfolio accounting systems and wealth management solutions through AlphaSights. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Eric Roessler is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has been with PNC Investments Inc. since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and delegated investment implementation.

Timothy Hall is a CFP® with 23 years of experience in financial advisory roles. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at firms including Lincoln Financial Advisors and Carson Wealth. Outside of advisory work, he owns a retail spirituality business called Days of Zen and is involved in life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a range of discretionary and non-discretionary account options with over $8 billion in discretionary assets under management.

Zane Byramji is a financial advisor at Janney Montgomery Scott with nine years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott continuously since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Michael Pivovarnick is a Series 66-licensed advisor with 11 years of industry experience. He currently works at PNC Wealth Management and previously spent 12 years at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and executes investments via approved strategies with mutual funds and ETFs.

Brayden Sauerbier is a financial advisor with Hightower Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Hightower Advisors in 2021, he worked at State Street and Ameriprise Financial Services. Outside of his advisory role, he is involved with Fairways and Dreams, an indoor golf simulator business in Conshohocken, PA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on multi-manager solutions, manager selection, and the use of proprietary research, offering a broad range of portfolio management and financial planning services.

Mark Anthony Gibson is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Bank of America, Merrill Lynch, and Citizens Bank. Outside of his advisory role, Gibson is involved in Liberty Resources Home Choices, a provider of home care services in Philadelphia, where he serves as a personal care attendant. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation alongside affiliated and third-party sub-managers to construct portfolios.

Collin Deysher is a Series 66 licensed advisor with Kestra Advisory, bringing six years of industry experience. His prior roles include positions at The Vanguard Group and several financial services firms. He provides investment advisory and retirement plan services through Kestra Advisory Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, including large institutional investors and sovereign wealth funds. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Stuart Leibowitz is a financial advisor with SPC, holding a Series 66 designation and 23 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and BIRE Financial since 2005. In addition to his financial advisory work, he maintains an active law license in Pennsylvania, serves on arbitration panels in Montgomery County, and is an elected board member of his residential condo association. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, model portfolios, and collaboration with third-party managers.

Paul Keller is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Amazon, and Bank of America. Outside of finance, he works as a waiter and host on weekends at The Olive Garden Italian Restaurant. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary solutions tailored to client objectives.

Kevin Smith is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at The Vanguard Group and Facet Wealth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation, active and passive management, and research-driven factor premiums, supported by an internal Investment Committee and various specialized programs.

Kristin Marinis is a CFP® and Series 66-registered financial advisor with Oppenheimer in Haddon Township, NJ, where she has worked for 14 years. Her entire industry experience has been with Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, offering strategic and tactical asset allocation across multiple asset classes, and manages approximately $36.7 billion in assets as of the end of 2025.

Wade Hartz is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include five years at Morgan Stanley Smith Barney LLC and nine years at Delaware Valley Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Steven Auerfeld is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment strategies.